Peter Mcfarlane, Cfp, Cima Email & Phone Number

Minneapolis, Mn, Us

I cover GA/FL focusing on RIA, Bank Trust and IBD channels for Thrivent Asset Management

Kansas City, Mo, Us

Scout Investments and Reams Asset Management, a division of Scout, manage a combined $31B+ of fixed income and equity strategies through their line-up of mutual funds and separate accounts. Equity strategies include International, EME, Domestic Midcap, Small Cap. Fixed Income strategies include Core, Core Plus, Low Duration and Unconstrained.I cover 9 states (GA/FL/AL/MS/AR/LA/TN/NC/SC) for the RIA, Bank Trust & IBD channels.

Stamford, Connecticut, Us

Managers Investment Group is the U.S. distribution arm of Affiliated Managers Group (ticker: AMG), a global asset management firm with traditional and alternative strategies of boutique investment managers (Yacktman, GW&K, FQ, etc.) with assets of $500+ billion.I cover 14 states (FL/GA/AL/MS/LA/AR/TN/KY/NC/SC/VA/WV/MD/DC) for the RIA/Bank Trust channel.

Dallas, Texas, Us

Covered RIA/Independent/Bank and Wirehouse channels for 5 state southeast territory. Products included mutual fund, SMA and ETF.

Los Angeles, Ca, Us

Triton Pacific Capital Partners is a private equity firm making equity investments on behalf of itself and its investors. Those investments may be controlling or minority positions but always where our strategic input, in combination with our capital, can have a materially beneficial impact on a company's profits and valuation. We focus on established small and mid-size companies with considerable growth prospects in industries that either exhibit attractive fundamentals or are experiencing significant structural changes. We pursue opportunities where we, and our portfolio company management teams, are confident that the combination of our collective monetary and intellectual capital will lead to a significantly enhanced value for the company and its stakeholders. We have a long-term investment perspective. We encourage our portfolio companies to maintain their business focus; to make strategic acquisitions; and to motivate a wide range of employees by giving them a stake in the business.

New York, Ny, Us

ICON® is a prominent, specialty finance company and manager of publicly registered funds that invests in business-essential equipment and corporate infrastructure. ICON specializes in providing financing solutions to both private and public companies in asset intensive industries. Our investment capital has aided a diverse group of organizations in the IT/Telecommunications, energy, marine, manufacturing, medical and alternative energy industries.ICON has managed publicly registered funds for more than 20 years and with more than $3 billion in total invested capital to date, more than 45,000 individual investors and some of the world's most respected global companies entrust ICON with their assets.

New York, New York, Us

Since its founding in 1869, Goldman, Sachs & Co. has played a key role in shaping many of the world’s defining moments for companies and institutions, markets and industries. Today, Goldman Sachs Asset Management (GSAM) extends that tradition, serving the needs of many of the world’s most discerning corporate, governmental and individual investors through a range of investment solutions. To help leading financial advisors build their businesses, GSAM seeks to provide high quality advice and effective solutions through excellence in asset management, market and investment insights and wealth management services.

The Enterprise Group of Funds is a Georgia-based investment advisor with over $4.39 billion in assets under management. The firm’s investment strategy includes growth, indexing, small-cap, market timing, social screening, aggressive growth, special situations, mid-cap, sector rotation, quantitative, relative (def.) value, high yield, value, large-cap, and hedging. The Enterprise invests globally, specifically in the United States and Europe. The firm was established in 1968 and is based in Atlanta, Georgia

New York, Ny, Us

Morgan Stanley is a global financial services firm that, through its subsidiaries and affiliates, provides its products and services to customers, including corporations, governments, financial institutions and individuals. The company operates in three business segments: Institutional Securities, Global Wealth Management Group, and Asset Management.

New York, Ny, Us

Merrill Lynch is the investment banking and wealth management division of Bank of America. With over 20,000 brokers and $2.5 trillion in client assets it is the world's largest brokerage house.